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Biotech / Medical : VVUS: VIVUS INC. (NASDAQ) -- Ignore unavailable to you. Want to Upgrade?

To: OmertaSoldier who wrote (7736)	5/5/1998 6:35:00 AM
From: James Baker	Respond to of 23519

RoR, I noticed that too. The anti-vivus crowd would be howling about ONLY 4% refills if this were MUSE data!!!!!!!! In its third week I would have expected the numbers of refills to start rising faster also. Certainly this is something (as we vivus longs know) to watch. Jim

To: OmertaSoldier who wrote (7736)	5/5/1998 7:01:00 AM
From: Early Out	Read Replies (1) \| Respond to of 23519

Viagra had 207,868 new scrips AND 215,376 total ending 4/24. So that means only 7,508 were refills. That seems really small to me, can I get any comments on what you people think of that? Anyone...why so little refills???? As a PFE shareholder I'm watching those refills carefully. My wife, who is a pharmacist, says she has yet to get a refill for Viagra. At this time I am writing it off to the fact that if the average script size is 15 (my wife says it's more like 6 for her, but 15 seems to be the net standard), that means anyone filling s script in the first week would need to have used 5 a week. Most polls indicate married couples have sex about 3 or 4 times a month, so I think it reasonable the refill rates are low at this time. I fully expect the refill rate to boom in a few weeks. If not, I'll have some decisions to make. -jsc

To: OmertaSoldier who wrote (7736)	5/5/1998 7:38:00 AM
From: DaiS	Read Replies (1) \| Respond to of 23519

Could it be that because Viagra has been out for only a few weeks the vast majority of those 200K men per week do not yet need to come back for refills? Even so the Viagra figures for refills seem very low. For Muse, if there are 3-4K new Rxs per week and this has been going on for a year or so, why are there only the same number of refills per week. Is it because the packs last a long time - ie most men would only need a few refills a year or are a very substantial number of men not coming back. If the latter, this makes the Viagra figures even more frightening for PFE. I believe the potential market is very big, so can someone explain the script data to me. Given that so many men suddenly try out Viagra, I am surprised that Muse has not been completely swept away, but the sales are down only 50% or so. Someone on this thread said that his pharmacist said that all the muse men had changed to viagra and he was waiting to see whether they came back. Well 3800 men came back for muse refills compared with only 5000 the week before viagra was released according to the IMS figures.